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Kestra Advisory Services, LLC: FXR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on FXR, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 26,943 FXR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,943 shares
    Change vs previous 13F +163 shares

    0.01% of the 13F portfolio, value $2,455,084.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,780 shares
    Change vs previous 13F +1,603 shares

    0.01% of the 13F portfolio, value $2,186,012.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,177 shares
    Change vs previous 13F -358 shares

    0.01% of the 13F portfolio, value $2,010,917.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,535 shares
    Change vs previous 13F -1,265 shares

    0.01% of the 13F portfolio, value $1,993,238.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,800 shares
    Change vs previous 13F +2,000 shares

    0.01% of the 13F portfolio, value $1,989,074.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,800 shares
    Change vs previous 13F -616 shares

    0.01% of the 13F portfolio, value $1,727,072.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,416 shares
    Change vs previous 13F +1,804 shares

    0.01% of the 13F portfolio, value $1,901,371.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,612 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,788,866.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).